How I Invest
2-3 year investment horizon, with reevaluation to see if the original investment thesis holds up after 3 years.
The biggest thing I look for initially is "Is this company a dynamic company?" While that sounds a lot like I'm looking for cool gadgets or buybacks, it goes a lot further. Is this company doing something where they can find a nitch within the market? Are they using technology in a way their competitors aren't? Does the management team have a solid vision for the future, and what steps are they taking to achieve that goal. While this isn't as numerical as some people would like, long term investments mean that I'm looking for a company that can use what's available to better themselves, both financially and as a total quality concept. Once I can find a reason to get excited about a company, then the rest falls into place.